Case Study

kCura

“Simplus came through to provide us the CPQ process we envisioned, and that was not an easy task!”

Miriam Volchenboum | Sales Operations Manager

At a Glance

After working with us, kCura is now able to utilize Salesforce CPQ to manage products and provide better services to clients.

Services Provided

Implementation Services | Salesforce CPQ

The Challenge

Simplifying a Complex Sales Process

As a leading developer of e-discovery software, kCura faced a number of challenges and complex sales processes. To combat these problems, we created goals with kCura that would eliminate the reporting problems, manual data input, and other multiple inefficient processes. Goals included the following:

  • Improve the ability for management and the sales team to track activities without having to utilize multiple silos
  • Accurately report on the sales pipeline or forecast sales performances without having to pull numbers from multiple systems
  • Efficiently maintain the ever-growing product catalog for each product
  • Cut back on the time it generally took to generate documentation with another system that was used
action container conveyor
action container conveyor

As a leading developer of e-discovery software, kCura faced a number of challenges and complex sales processes. To combat these problems, we created goals with kCura that would eliminate the reporting problems, manual data input, and other multiple inefficient processes. Goals included the following:

  • Improve the ability for management and the sales team to track activities without having to utilize multiple silos
  • Accurately report on the sales pipeline or forecast sales performances without having to pull numbers from multiple systems
  • Efficiently maintain the ever-growing product catalog for each product
  • Cut back on the time it generally took to generate documentation with another system that was used
Simplus came through to provide us the CPQ process we envisioned, and that was not an easy task! Their dedicated team did a great job listening to our needs and understanding our business.

Miriam Volchenboum, Sales Operations Manager

About kCura

Recognized as a leader in Gartner’s 2015 eDiscovery Magic Quadrant, kCura is the developer of the eDiscovery software Relativity. Relativity has more than 130,000 users in more than 40 countries, including such organizations as the US Department of Justice and more than 190 of the AM Law 200. kCura helps corporations, law firms, and government agencies meet unstructured data challenges.

Headquarters: Chicago, IL
Industry: Software Analytics
Website: www.kcura.com

Our sales process is now more efficient, accurate, and productive. With Simplus' assistance, we are now able to better utilize CPQ to manage our products and opportunities, allowing our sales team more time to provide great service to our clients.

Miriam Volchenboum, Sales Operations Manager

The Outcome

McAfee Case Study Simplus

By working with us and Salesforce CPQ and utilizing the CPQ process that we provided, kCura was able to manage their products and opportunities more efficiently.

  • Both sales and management teams are able to track all sales activities with just Salesforce.
  • The sales and management teams can now view the sales pipeline and forecast more accurately.
  • We implemented and configured a document generation engine with kCura’s system to allow for accurate and timely reporting.